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World-Class Innovation, UK Listed
Ask investors to name the world’s innovation hubs and the UK may not be the first market that comes to mind, but dig a little deeper and the UK market offers exposure to innovative themes, often at a discount to other markets.
- Date published
- 4 Aug 2026
- Tag
- UK Equities
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Emerging Markets: Second Quarter Commentary 2026
We are managing concentration risk through allocations to China and India while maintaining dedicated exposure to secular AI growth trends.
- Date published
- 30 Jun 2026
- Tag
- Emerging Markets
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Emerging Markets: Monthly Update May 2026
The Strategy outperformed in a narrow market environment due to stock selection among technology stocks, primarily in South Korea.
- Date published
- 31 May 2026
- Tag
- Emerging Markets
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Emerging Markets: Monthly Update July 2026
The Strategy outperformed in a narrow market environment due to stock selection among technology stocks, primarily in South Korea.
- Date published
- 31 May 2026
- Tag
- Emerging Markets
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A Governance-First Foundation to Sustainability in Emerging Markets
Because ESG standards vary widely by country and company, governance offers a practical foundation for evaluating resilience, stewardship and long-term value creation.
- Date published
- 18 May 2026
- Tag
- Stewardship & Sustainability
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Robbie McNab, CFA
Robbie is a Portfolio Manager on the Emerging Markets Strategy at ClearBridge Investments. He joined the firm in 2007 and has 19 years of investment industry experience. Robbie was a Portfolio Manager at Martin Currie, which became part of
- Date published
- 1 May 2026
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Emerging Markets: Monthly Update April 2026
The Strategy outperformed in a risk-on April, supported by positive stock selection among technology and industrial names in South Korea and Taiwan.
- Date published
- 30 Apr 2026
- Tag
- Emerging Markets
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UK Equities: Why the UK market’s resurgence has further to run
Ben Russon, Co-Head, UK Equities of ClearBridge Investments says global leaders, strong income and low valuations mean the UK market’s recovery is far from over.
- Date published
- 30 Apr 2026
- Tag
- UK Equities
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UK Equities: Middle East conflict reflections
Global equity markets are facing heightened geopolitical risk and volatility as the Middle East conflict continues. Ben Russon, portfolio manager at ClearBridge Investments, believes that despite inflation challenges at home, UK equities stand out
- Date published
- 28 Apr 2026
- Tag
- UK Equities
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Emerging Markets: First Quarter 2026 Commentary
We believe short-term retrenchment in emerging markets can lead to a more sustainable return environment and better opportunities for active stock picking.
- Date published
- 31 Mar 2026
- Tag
- Emerging Markets
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UK Equities: Global diversification hiding in plain sight
Though London-listed, UK equities are often global businesses earning most revenues overseas. Trading at a 30% discount to global indices, Jo Rands explains why we think it's time to reconsider the UK.
- Date published
- 23 Mar 2026
- Tag
- UK Equities
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Global Infrastructure Income
An income-oriented global listed infrastructure strategy suitable for investors seeking regular and stable income and capital growth over the long term.
- Date published
- 17 Mar 2026